AABRX Mutual Fund

AABRX Mutual Fund

NAV$11.04
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Returns Overview

1 Month
+0.99%
3 Months
+1.08%
6 Months
+2.56%
YTD
+5.64%
1 Year
+9.10%
3 Years (annualized)
+10.16%
5 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.64%
Peer Avg (YTD)
+8.76%
vs Peers
-3.11%

AABRX Mutual Fund Performance

AABRX performance across multiple time periods: 1-month 0.99%, YTD 5.64%, 1-year 9.10%, 3-year 10.16%, 5-year 3.92%.

AABRX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

AABRX vs another fund shows side-by-side returns. AABRX alternatives are available in the Mutual Fund Screener.